EZLynx Client Center: What Online Customer Self-Service Looks Like Today

Attend this session to learn how you can provide 24/7/365 online self-service, including policy access, self-generated certificates, change requests, ID Cards and claims access. You’ll discuss configuring EZLynx Client Center, updating your agency’s branding, real-world examples of how agencies are using their customer portal to improve the customer experience, and automation strategies around online customer self-service.

Skill level: Advanced

Target Audience: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Sales Representative, Office Manager, Marketing Manager/Specialist

Presenters: Jake N. Ferrara – StreetSmart Insurance, Gary Fournerat – EZLynx, Shrey Trivedi – EZLynx, Samantha Lawson – EZLynx

Length: 60 minutes
Price: FREE for Advantage Members